York Bridge Wealth Partners, LLC Vanguard Total Stock Market Et Transaction History

York Bridge Wealth Partners, LLC

$394 Million
Q4 2022

A detailed history of York Bridge Wealth Partners, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 2,526 shares of VTI stock, worth $733,323. This represents 0.12% of its overall portfolio holdings.

Number of Shares

2,526

Previous 1,511 67.17%

Holding current value

$733,323

Previous $271,000 77.86%

% of portfolio

0.12%

Previous 0.07%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 26, 2023	BUY	$179.3 - $204.18 $181,989 - $207,242	1,015 Added 67.17%	2,526 $0
Q3 2022 Oct 18, 2022	BUY	$179.47 - $216.24 $15,075 - $18,164	84 Added 5.89%	1,511 $271,000
Q2 2022 Jul 15, 2022	SELL	$183.02 - $230.52 $17,752 - $22,360	-97 Reduced 6.36%	1,427 $269,000
Q1 2022 Apr 15, 2022	BUY	$209.9 - $242.97 $62,550 - $72,405	298 Added 24.31%	1,524 $347,000
Q4 2021 Jan 19, 2022	SELL	$221.73 - $242.96 $20,620 - $22,595	-93 Reduced 7.05%	1,226 $296,000
Q3 2021 Oct 22, 2021	BUY	$219.23 - $234.37 $7,015 - $7,499	32 Added 2.49%	1,319 $293,000
Q2 2021 Jul 22, 2021	BUY	$209.28 - $222.82 $16,951 - $18,048	81 Added 6.72%	1,287 $287,000
Q1 2021 Apr 15, 2021	SELL	$191.87 - $208.85 $20,530 - $22,346	-107 Reduced 8.15%	1,206 $249,000
Q4 2020 Jan 19, 2021	BUY	$166.99 - $194.64 $219,257 - $255,562	1,313 New	1,313 $256,000
Q3 2019 Oct 21, 2019	SELL	$150.3 - $153.62 $102,805 - $105,076	-684 Closed	0 $0
Q2 2019 Jul 18, 2019	SELL	N/A	-521 Reduced 43.24%	684 $103,000
Q1 2019 May 09, 2019	SELL	N/A	-85 Reduced 6.59%	1,205 $174,000
Q4 2018 Feb 14, 2019	BUY	N/A	337 Added 35.36%	1,290 $165,000
Q2 2018 Aug 10, 2018	BUY	N/A	1 Added 0.11%	953 $134,000
Q4 2017 Feb 12, 2018	SELL	N/A	-25 Reduced 2.56%	952 $129,000
Q3 2017 Oct 27, 2017	SELL	N/A	-184 Reduced 15.85%	977 $127,000
Q2 2017 Aug 14, 2017	BUY	N/A	1,161	1,161 $145,000

Others Institutions Holding VTI

# of Institutions

3,041

Shares Held

453M

Call Options Held

1.81M

Put Options Held

618K

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of York Bridge Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on York Bridge Wealth Partners, LLC with notifications on news.

Account

York Bridge Wealth Partners, LLC Vanguard Total Stock Market Et Transaction History